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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,788 | $99,644-29.0% | $86,438-18.1% | $134,532-47.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.31% | 6787.26%-6805.6pp | 4397.19%-4415.5pp | 418.27%-436.6pp |
| Employer contribution / active EE | $2,165 | $4,402-50.8% | $3,769-42.6% | $4,741-54.3% |
| Participant deferral / active EE | $8,190 | $7,247+13.0% | $6,952+17.8% | $6,401+28.0% |
| Admin fee / account holder | $875 | $8,375-89.6% | $6,733-87.0% | $11,429-92.3% |